Logitech, LifeSize, and Slim Devices Oh My


I posted news about LifeSize now supporting Skype.
I think it is significant news because the enterprise world, where LifeSize resides, has pretty much ignored Skype. But Skype is too big too ignore.

Skype is on fire this year. They crossed over 30 million simultaneous users. They are doing everything in a single client that the enterprise UC vendors are aspiring to do. In fact, there is very little functional difference between Microsoft’s Lync client and the Skype client.
Quoting myself from NoJitter (Operation Interop):

Skype is laughing its derriere off, with its closed UC club serving over 600 million users–with about 30 million online daily. Skype membership and usage continues to skyrocket, and its planned IPO valuation is rumored at $1 billion. Turns out this UC stuff really works: nearly all my Skype calls go through because I check presence first. Sometimes I even IM before voice or video calling. Skype users made 102.5 billion minutes of calls in 2009, equal to about 20% of total international calling. Skype believes 37% of its users conduct business over Skype while the rest of us leave each other voice mail. Skype doesn’t offer rich integration with any enterprise UC solution (Skype’s SIP Connect does not support rich UC or presence, though theoretically this is under development).

Also See SkypeJournal: Having Skype inside your video conferencing system could well become a must-have.
But the other part of the story is the rise of Logitech.

Logitech is slowly invading my life. I don’t have a LifeSize product, but I can’t help but notice how many Logitech items I have acquired in the past year.

I happily use a Logitech wireless keyboard and mouse (Wave). I used to use whatever came with the computer, but that grew tiresome. I also happily use a Slim Device Squeezebox Duet (with two remotes). Squeeze box is a great solution for getting Pandora and an MP3 library into the stereo system. I use a Harmony remote – the stupidest brilliant idea in remote controls. Logitech’s headset and webcam business is doing well, and they are also in the wi-fi video security business (WiLife).

Logitech purchased LifeSize in Dec 2009 and operates it as a subsidiary out of Austin. The company has 15,000 customers in 100 countries and sells 100% through a channel of 1,500 resellers. LifeSize was primarily focused on the mid-market, but its average customer size has been moving north since the Logitech acquisition. LifeSize is well positioned as the video space is growing. They have partnerships with Avaya and Microsoft already, and have given bullish guidance for rapid growth in FY2012.

Dave Michels